The 'blockade of the blockade' in the Strait of Hormuz and UAE's departure from OPEC act as catalysts for higher crude prices due to supply chain risks.

High prices and geopolitical risks in the Middle East are creating inflationary pressure and keeping interest rates elevated.

Supply disruptions in the Strait of Hormuz, which handles 20% of global supply, act as a strong bullish signal for prices.

Instability and threats to oil transit typically lead to a significant spike in energy-related ETFs.

Geopolitical tensions are driving energy prices higher, acting as a primary driver for inflation.

Longer-dated futures (2026/2027) are viewed as an attractive value play compared to volatile front-month prices.

Supply shortages due to the Strait of Hormuz closure and depleted SPR levels are driving prices toward a recessionary threshold.

Prices retreated from intraday highs following news of potential negotiations between Israel and Lebanon.

Provides direct commodity exposure to capture price spikes resulting from geopolitical conflict.

Geopolitical conflict with Iran directly threatens oil stability and shipping lanes, likely causing a price spike.